CIK: 0001992785
申報總市值
US$3.5億
僅顯示前 200 大持股（共 360 檔）
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 28.71% | +2.40% | +10.73% | |
| 2 | HELO | Jpmorgan Hedged Equity ETF | ETF-其他 | 16.16% | +0.79% | +3.06% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 16.11% | — | +3.88% | |
| 4 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 12.01% | -0.12% | +3.67% | |
| 5 | IMTM | Ishares Msci Intl Momentum F | ETF-其他 | 5.57% | -0.21% | -1.13% | |
| 6 | NULV | Nuveen Esg Large-cap Val ETF | ETF-其他 | 3.08% | — | +11.29% | |
| 7 | AAPL | Apple INC | 股票-科技 | 1.41% | -0.03% | -5.80% | |
| 8 | NUSC | Nuveen Esg Small-cap ETF | ETF-其他 | 1.12% | — | +0.43% | |
| 9 | UCON | First Trust Smith Unconstrai | ETF-其他 | 0.63% | — | -91.84% | |
| 10 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.62% | +0.11% | +18.62% | |
| 11 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.61% | -0.08% | — | |
| 12 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.58% | -0.30% | -73.21% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 0.54% | -0.08% | +2.19% | |
| 14 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 0.49% | — | -3.00% | |
| 15 | VTV | Vanguard Value ETF | ETF-其他 | 0.49% | — | — | |
| 16 | FBND | Fidelity Total Bond ETF | ETF-其他 | 0.48% | +0.04% | -91.52% | |
| 17 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.44% | — | -2.94% | |
| 18 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.40% | — | -9.74% | |
| 19 | VUG | Vanguard Growth ETF | ETF-其他 | 0.38% | +0.02% | +5.47% | |
| 20 | GSY | Invesco Ultra Short Duration | ETF-其他 | 0.35% | — | -4.01% | |
| 21 | LDUR | Pimco Enhanced Low Duration | ETF-其他 | 0.35% | +0.04% | -46.02% | |
| 22 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 0.34% | — | -9.54% | |
| 23 | IMCG | Ishares Morningstar Mid-cap | ETF-其他 | 0.32% | — | -44.79% | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.29% | — | — | |
| 25 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.27% | — | +7.03% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.27% | -0.12% | +5.82% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.23% | -0.03% | -15.13% | |
| 28 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.21% | +0.05% | -3.64% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.20% | — | +7.03% | |
| 30 | ORCL | Oracle CORP | 股票-科技 | 0.20% | -0.02% | -3.45% | |
| 31 | COLM | Columbia Sportswear Co | 股票-其他 | 0.20% | — | — | |
| 32 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 0.19% | — | -52.75% | |
| 33 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.19% | — | — | |
| 34 | GNR | State Street Spdr S&p Global | ETF-其他 | 0.19% | — | +17.27% | |
| 35 | PEP | Pepsico INC | 股票-非循環性消費 | 0.18% | — | -1.94% | |
| 36 | CSX | Csx CORP | 股票-工業 | 0.16% | — | +0.32% | |
| 37 | CVX | Chevron CORP | 股票-能源 | 0.16% | +0.04% | -8.07% | |
| 38 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.16% | — | — | |
| 39 | HD | Home Depot INC | 股票-循環性消費 | 0.15% | — | +4.16% | |
| 40 | ADBE | Adobe INC | 股票-科技 | 0.15% | -0.01% | +3.09% | |
| 41 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.15% | — | — | |
| 42 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.14% | +0.03% | +3.01% | |
| 43 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.14% | — | — | |
| 44 | CSCO | Cisco Systems INC | 股票-科技 | 0.13% | — | — | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.13% | +0.03% | +5.11% | |
| 46 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.12% | -0.08% | -74.59% | |
| 47 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.11% | -0.07% | — | |
| 48 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.11% | -0.02% | — | |
| 49 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.10% | — | — | |
| 50 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.09% | — | — |